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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,979 | $185,312+20.9% | $161,489+38.7% | $154,746+44.7% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 13.31% | 103.84%-90.5pp | 89.72%-76.4pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,666 | $4,769-65.1% | $4,268-61.0% | $4,379-62.0% |
| Participant deferral / active EE | $3,332 | $6,350-47.5% | $5,630-40.8% | $6,730-50.5% |
| Admin fee / account holder | $35,554 | $18,654+90.6% | $16,006+122.1% | $14,365+147.5% |